Thursday, January 13, 2011

Ryder System 401k (SP) PSDS Scan 12-31-2009



The Balanced portfolio this year improved a bit but company stock R 5yr performance did not. Over all the 3D scan shows improvement with 11 investment options in the Balanced portfolio. The employee portfolio invested 10.2% of their money in company stock R which did not help their 5yr return. The plans large GIC is the largest holding of both portfolios at 76.9% in the Balanced portfolio. Fidelity is the trustee and several of their better funds are in the plan.

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